ESOP · DOL Form 5500 · 2024
Sequoia Medicine and Technology Inc. ESOP
Data updated 2026-08-25
- $276K
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $12,543
- Avg per participant Low balance/head
Official DOL plan name: Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan · Sponsored by Sequoia Medicine and Technology Inc. · California · Healthcare & Social Assistance
$276K in assets, 22 participants
Sequoia Medicine and Technology Inc.'s Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan reported $276K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 13th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,517 in Healthcare & Social Assistance (16,916 peers)
Sequoia Medicine and Technology Inc. multi-year trail
Sequoia Medicine and Technology Inc.'s plans moved -79.8% in assets from 2022 to 2024; this filing shows Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan at $276K / 22 participants.
- #1,517
- in Healthcare & Social Assistance (16,916 peers)
- +82.7%
- assets growth YoY
Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$275,952 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan end-of-year assets rose from $151K in the plan year 2023 filing to $276K in the plan year 2024 filing.
- Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan reported participants rose from 16 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan reported net income fell from $151K in the plan year 2023 filing to $125K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 463267738 · Sequoia Medicine and Technology Inc. PY 2024 · ESOP
Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan · $276K · 22 · 13th
- SCH $276K
- SCH 22
- SCH 13th
- SCH ESOP
- SCH near Jax Mercantile Co. Employee Stock Ownership Plan
- SCH ind #1517
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →
Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan in the asset neighbourhood
Sequoia Medicine and Technology Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sequoia Medicine and Technology Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $276K 79.81831864665602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $1M |
| 2023 | 2 | 30 | $2M |
| 2024 | 1 | 22 | $276K |
Sequoia Medicine and Technology Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $151K |
|---|---|
| Net Assets (End of Year) | $276K |
| Net Income | $125K |
| Employer EIN | 463267738 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Jax Mercantile Co. Employee Stock Ownership Plan in CO ($277K); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($276K here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.